The David Lin Report

In this discussion, Mike Belshe, CEO of BitGo, sheds light on Bitcoin's potential as a safe haven asset amidst global economic uncertainties. He shares insights from the recent White House Crypto Summit, emphasizing cooperation in the industry. Belshe also highlights the critical issues surrounding cryptocurrency wallet security, comparing hot and cold storage solutions. Additionally, he discusses the necessity of robust security measures for retail investors, introducing how BitGo provides institutional-level protections.

Stephen Yiu, CIO of Blue Whale Growth Fund, shares his insights on the tech sector's valuation reset during economic uncertainty. He argues that Nvidia is still undervalued and stresses its role in the AI arms race against big tech. The conversation dives into defensive investment strategies, highlighting lower-risk stocks in the current climate. Yiu also examines challenges facing giants like Tesla amid rising competition and discusses the significance of consumer behavior and pricing power for future growth.

In this engaging chat, Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, dives deep into the signals of a looming global recession. He discusses how gold's performance against silver foreshadows economic contraction and the impact of tariffs on inflation. Mike highlights the conflicting trends of affluent consumer spending amid recession fears and unpacks the Phillips Curve's current disruptions. Finally, he explores the ramifications of a declining U.S. dollar on commodities, including gold, Bitcoin, and crude oil.

Eric Peters, Founder and CEO of One River Asset Management, dives into the impacts of European militarization on the economy and shares savvy investment strategies for turbulent markets. He explores the rise of digital assets and the blending of traditional finance with blockchain technology. Peters discusses how geopolitical tensions are reshaping financial strategies and the evolving role of cryptocurrencies. He also tackles common misconceptions about Bitcoin, advocating for informed institutional investment approaches.

Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discusses global tensions, the potential dissolution of NATO, and how Trump's nationalist policies align with the 80-year historical cycle of societal transformation currently underway.*This video was recorded on April 25, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW NEIL HOWE:Hedgeye website: https://app.hedgeye.com/X (@HoweGeneration): https://x.com/HoweGenerationSubstack: https://www.demographyunplugged.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV):   / davidlin_tv  Instagram (@davidlin_TV):   / davidlin_tv  For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro1:14 – A dangerous moment4:16 – New world9:30 – Trump and Countertrends13:54 – Global conservatism?15:44 - Ukraine and Russia20:13 - NATO23:00 – Tariffs and chaos24:30 – Nuclear conflict28:25 – Fourth Turning and the economy34:23 – Investor advice35:15 – Tariff resilience36:44 - China38:01 – Power of the dollar42:55 – Buying opportunity45:18 – Generational cycles46:53 – Steering capital#economy #politics #investing

Komal Sri-Kumar, President of Sri-Kumar Global Strategies and a global markets expert, dives into the shifting landscape of U.S. economic policies and their global implications. They discuss the risks of U.S. debt losing its risk-free status due to escalating tariffs and trade tensions, as well as the Fed's monetary policies. Komal highlights the importance of safe haven assets like gold during uncertainty and examines the declining U.S. dollar's impact on purchasing power and investor strategies for diversifying into international markets.

Peter Grandich, founder of Peter Grandich and Company with over 40 years of Wall Street experience, examines gold's emerging role in the global monetary system while warning of stagflation, predicting gold prices could reach $5,000, and expressing bearish sentiment toward U.S. equities, bonds, and cryptocurrencies.*This video was recorded on April 23, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER GRANDICH:Website: https://petergrandich.com/X (@PeterGrandich): https://x.com/PeterGrandichFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro0:44 – Market surprises2:43 – Trade war5:04 – US Dollar7:11 – Dollar substitutes8:42 – Gold forecast11:06 – Central banks still buying12:29 – Gold producers15:38 – Silver18:46 – Copper22:23 – Stagflation24:21 – Treasuries26:31 – Panic strategy30:30 – Mental tolerance32:37 – Hedge assets34:37 – Bearish on crypto#economy #investing #gold

Peter Berezin, Chief Global Strategist at BCA Research, offers deep insights into the U.S. economic landscape, forecasting a potential recession by summer 2024. He discusses the implications of a weakening dollar and rising bond yields, highlighting concerns over fiscal vulnerabilities. The conversation also touches on the complex U.S.-China trade relations and their impact on investment strategies. With stagnant job claims indicating a tough job market, Berezin warns of a turbulent economic environment ahead.

Thomas Hoenig, former president of the Kansas City Fed and a senior fellow at the Mercatus Center, dives into the escalating U.S.-China trade tensions and a drastic 245% tariff increase on Chinese imports. He warns that while the current economy shows strength, the trade war could lead to significant disruptions by late 2025. The discussion highlights China's potential retaliatory actions, the implications for global supply chains, and concerns about the Federal Reserve's independence amid political influences.

Nicky Shiels, the Head of Metal Strategy at MKS Pamp, dives into the remarkable surge of gold prices beyond $3,400. She discusses how global shifts away from US assets and increasing demand from central banks are reshaping the market. The concept of 'chaos premium' is explored, highlighting gold's unique positioning independent of traditional economic correlations. Nicky also examines trends in silver and copper, and what they signal for economic growth, all while outlining the significant role of geopolitical forces and Federal Reserve policies.